The six-month Signature Series program taps deeply into your potential, imparting and empowering you with the newest knowledge, skills, and confidence you need to take action. Participants in the Signature Series will interact with presenters who are considered masters in their areas of expertise.

With this elevated training, executive-level staff will be better prepared to meet the challenges and opportunities that lie ahead.

Format

The Signature Series experience includes two in-person events, high-impact education, small group discussions, and a capstone project. The value to you and your credit union far outweighs the investment you’re making.

Content will focus on three areas that Filene Research Institute considers critical for industry leaders:

 
Strategy

  

  
Digital Transformation

  

  
Developing Culture
  

Included with registration:

  • In-person opportunities*
  • Virtual sessions
  • On-demand courses through Harvard ManageMentor
  • Graduation ceremony
  • Workbook to go with content

*In-Person Opportunities

2023 IMPACT

April 12-14 in Grapevine, TX

Includes registration and one night hotel stay, plus a special kick-off session.

ELEVATE CU Leadership Summit

Sept. 13-15 in Oklahoma City, OK

Includes registration and three nights' hotel stay, plus a special graduation session.

Program Details

 

Kick-Off Call

Meet the team that will guide you through this prestigious 6 month program, learn about the project requirements and expectations for assignments, and get to know your peers who are on the journey with you.

 
Wednesday, April 12, 2023, 11:30 AM - 1:00 PM

In-Person Session

Location: IMPACT 2023: Annual Meeting & Council Forums, Grapevine, Texas
Speaker: Jeff Rendel

Strategy is everyone’s business. That’s why strategic planning—and its execution—is not exclusively for the CEO’s office and the board room. For your credit union to prosper, its strategy must be defined and put into action at every level. That includes your branch, your department, and your desk. As a promising C-level leader, your ingenuity in establishing objectives, ability to clarify the most likely paths to success, and your willingness to roll up your sleeves for hands-on implementation set you apart and reveal your commitment to your credit union’s mission and vision.

 
Wednesday, May 3, 2023, 10:00 AM - 11:30 AM

Virtual Shared Vision and Strategy Session

Franklin Covey

Effective leaders have a vision. They think BIG. They see that where they are today is not where they need to be tomorrow. They take themselves, their team, and their organization to this new place—first as a team vision, then with a concrete strategy. Effective leaders move from managing people to fully engaging their teams in meaningful work by aligning the needs of the organization with the needs of key stakeholders, customers, and the bottom line to ultimately maximize their team’s relevance and contribution. They then communicate the vision and strategy in a compelling way to all stakeholders.

 
Wednesday, May 24, 2023, 10:00 AM - 11:30 AM

Virtual Shared Vision and Strategy Session

Franklin Covey

Effective leaders have a vision. They think BIG. They see that where they are today is not where they need to be tomorrow. They take themselves, their team, and their organization to this new place—first as a team vision, then with a concrete strategy. They move from managing people to fully engaging their teams in meaningful work by aligning the needs of the organization with the needs of key stakeholders, customers, and the bottom line to ultimately maximize their team’s relevance and contribution. They then communicate the vision and strategy in a compelling way to all stakeholders.

 
Wednesday, June 7, 2023, 10:00 AM - 11:30 AM

Virtual Session - Execute Your Strategy and Team Goals

Franklin Covey

Trust is the most important ingredient for building a team. It is the confidence born of the character and competence of a person or an organization. When leaders inspire trust, they move from leading a team where culture just happens to leading a team where a high-trust culture is created intentionally. Leaders can inspire trust by accelerating their credibility and shape culture from the inside out. Their personal credibility determines how others see them, interact with them, and ultimately trust them.

 
Wednesday, July 5, 2023, 10:00 AM - 11:30 AM

Virtual Session - Execute Your Strategy and Team Goals

Franklin Covey

Effective leaders know that enduring success is found in the systems—the processes, methods, or procedures we use for achieving results. The six key systems, or Six Rights, need to be aligned to consistently achieve results. When aligned, the Six Rights make it easier to get the important work done. One of the most critical systems is execution—the core work process. Effective leaders have a process for getting work done with and through others in ways that engage team members and fully utilize their potential.

 
Wednesday, July 26, 2023

Virtual Session - No Nonsense Experience

Speaker: Dr. James Pogue
Time TBD

People all over the world are trying to figure out how to address and prepare for conversations about perhaps the most critical issue of our time: race. By increasing your own comfort and confidence week by week, you’ll develop informed, nuanced, and respectful conversational muscles around the Race Question. In a challenging yet supportive environment, you will listen, learn, share, and engage in this essential topic to find your confidence.

 
Wednesday, August 2, 2023, 10:00 AM - 11:30 AM

Virtual Session - Digital Transformation

More information coming soon.

 
Wednesday, August 23, 2023, 10:00 AM - 11:30 AM

Virtual Session - Digital Transformation

More information coming soon.

 
 

In-Person Session

Location: ELEVATE: Credit Union Leadership Summit in Oklahoma City, OK
Speaker: Jeff Rendel

Date and Time TBD

Next Is Now: Driving Disruption, Accelerating Innovation, and Out-thinking the Competition
Innovation is more than a corporate value. Your members are counting on you to deliver resourceful products and services to better their lives and businesses. Innovation is a standard action practiced by credit unions whose leaders are creative and ambitious enough to shape the future, one idea at a time. Practical disruption steadily tinkers with your business model; welcomes new insights and ideas; and recognizes that rigor, discipline, and execution make up the differences between businesses that flourish, flounder, or fold.

 

Pricing

Cornerstone League Member

$7,000

Non-Member

$8,500